Beirne Wealth Consulting Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Beirne Wealth Consulting Services’s Portfolio DXJ Stock Details DXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-17,325	Closed	-$932K	–	80
2019 Q4	$932K	Sell	17,325 -54	-0.3%	-$2.88K	0.82%	27
2019 Q3	$877K	Sell	17,379 -1,815	-9%	-$87.8K	0.73%	39
2019 Q2	$935K	Sell	19,194 -5,221	-21%	-$260K	0.84%	36
2019 Q1	$1.24M	Sell	24,415 -52,901	-68%	-$2.64M	0.97%	23
2018 Q4	$3.59M	Buy	+77,316	New	+$4.03M	3.05%	2

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beirne Wealth Consulting Services's DXJ Position: Q1 2020 in Review

Beirne Wealth Consulting Services sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2020, closing a stake of 17,325 shares — an estimated $932K sold.

Beirne Wealth Consulting Services first reported a position in DXJ in Q4 2018 and held it in 5 quarters. The position peaked at $3.59M in Q4 2018. 199 funds tracked by Wall St. Rank hold DXJ as of Q1 2020.

Beirne Wealth Consulting Services reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Beirne Wealth Consulting Services sold 17,325 WisdomTree Japan Hedged Equity Fund shares in Q1 2020, an estimated $932K.
Beirne Wealth Consulting Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2018 and held it in 5 quarters.
Beirne Wealth Consulting Services's WisdomTree Japan Hedged Equity Fund position peaked at $3.59M in Q4 2018.
199 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2020.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2020, filed 28 Apr 2020.